PENSION PERFORMANCE ADVISORS, LLC
CRD #140352 SEC #801-66759 LAGUNA HILLS, CA 949-831-6311
SEC Registered
Total AUM
$34M
Discretionary
$34M
Employees
5
Clients
--
Accounts
3
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2010 | $20M | $20M | $0 | 5 | -- |
| Jan 2008 | $36.9M | $36.9M | $0 | 5 | -- |
| Jan 2008 | $34M | $34M | $0 | 5 | -- |
| Mar 2007 | $34M | $34M | $0 | 5 | -- |
DateJun 2010
Total AUM$20M
Discretionary$20M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$36.9M
Discretionary$36.9M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$34M
Discretionary$34M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$34M
Discretionary$34M
Non-Disc.$0
Employees5
Clients--